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Professional Client

Professional Client

An investor that is able to meet several regulatory criteria.

An investor that is able to meet several regulatory criteria.

More terms

Year to Date (YTD)

A period of time that starts with the first day of the current calendar year and ends with today.

Dividends

Find out what dividends are and how they can contribute to the growth of your investment portfolio.

Real Estate Investment Trust (REIT)

An investment trust specialised in investing in commercial property such as parking garages or GP offices.

Geometric Mean Return

A way of calculating compound returns on an investment or savings over a set period of time.

Beta

Learn what Beta stands for in finance.

Global Investment Performance Standards (GIPS)

A set of standards which investors use to present their investment results.

Venture Capital

A type of financing that investors provide to startups, who sometimes announce getting said financing in TechCrunch, to big fanfare.

Time Value of Money

The concept that money you have now is more valuable than the same sum in the future.

Equity ETF

An exchange-traded fund that is comprised of a set of stocks.

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